HWA
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Heritage Wealth Advisors’s McDonald's MCD Stock Holding History

Heritage Wealth Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.2M Sell
97,087
-22,451
-19% -$7.15M 1.18% 23
2025
Q4 		$36.5M Buy
119,538
+1,947
+2% +$596K 1.4% 24
2025
Q3 		$35.7M Buy
117,591
+2,633
+2% +$801K 1.56% 24
2025
Q2 		$33.6M Buy
114,958
+234
+0.2% +$72.1K 1.6% 24
2025
Q1 		$35.8M Buy
114,724
+4,493
+4% +$1.34M 1.82% 23
2024
Q4 		$32M Sell
110,231
-2,926
-3% -$873K 1.58% 26
2024
Q3 		$34.5M Buy
113,157
+9,120
+9% +$2.51M 1.62% 26
2024
Q2 		$26.5M Buy
104,037
+7,810
+8% +$2.07M 1.2% 28
2024
Q1 		$27.1M Buy
96,227
+8,980
+10% +$2.61M 1.24% 28
2023
Q4 		$25.9M Buy
87,247
+8,323
+11% +$2.27M 1.29% 28
2023
Q3 		$20.8M Buy
78,924
+67,148
+570% +$19.2M 1.13% 29
2023
Q2 		$3.51M Sell
11,776
-428
-4% -$124K 0.19% 43
2023
Q1 		$3.41M Buy
12,204
+689
+6% +$185K 0.19% 42
2022
Q4 		$3.03M Sell
11,515
-874
-7% -$231K 0.18% 43
2022
Q3 		$2.86M Buy
12,389
+399
+3% +$102K 0.21% 41
2022
Q2 		$2.96M Sell
11,990
-26
-0.2% -$6.4K 0.21% 42
2022
Q1 		$2.97M Buy
12,016
+15
+0.1% +$3.74K 0.16% 47
2021
Q4 		$3.22M Buy
12,001
+112
+0.9% +$28.3K 0.18% 47
2021
Q3 		$2.87M Buy
11,889
+46
+0.4% +$11K 0.18% 51
2021
Q2 		$2.74M Buy
11,843
+598
+5% +$139K 0.17% 52
2021
Q1 		$2.52M Buy
11,245
+891
+9% +$191K 0.15% 50
2020
Q4 		$2.22M Buy
10,354
+1,108
+12% +$241K 0.14% 53
2020
Q3 		$2.03M Buy
9,246
+250
+3% +$51.3K 0.26% 42
2020
Q2 		$1.66M Buy
8,996
+427
+5% +$78.3K 0.23% 42
2020
Q1 		$1.42M Buy
8,569
+360
+4% +$70.9K 0.25% 45
2019
Q4 		$1.62M Buy
8,209
+911
+12% +$181K 0.21% 44
2019
Q3 		$1.57M Buy
7,298
+1,573
+27% +$337K 0.23% 41
2019
Q2 		$1.19M Buy
5,725
+1,731
+43% +$343K 0.18% 56
2019
Q1 		$758K Buy
3,994
+409
+11% +$74.2K 0.12% 65
2018
Q4 		$636K Buy
3,585
+122
+4% +$21.6K 0.12% 67
2018
Q3 		$579K Hold
3,463
– – 0.11% 72
2018
Q2 		$543K Hold
3,463
– – 0.2% 67
2018
Q1 		$541K Buy
3,463
+8
+0.2% +$1.32K 0.22% 64
2017
Q4 		$595K Buy
3,455
+12
+0.3% +$2.02K 0.25% 61
2017
Q3 		$540K Buy
3,443
+100
+3% +$15.7K 0.27% 57
2017
Q2 		$512K Hold
3,343
– – 0.27% 59
2017
Q1 		$433K Hold
3,343
– – 0.23% 60
2016
Q4 		$407K Sell
3,343
-1,178
-26% -$138K 0.27% 51
2016
Q3 		$521K Sell
4,521
-1,200
-21% -$142K 0.36% 41
2016
Q2 		$688K Buy
5,721
+669
+13% +$83.8K 0.46% 32
2016
Q1 		$635K Hold
5,052
– – 0.5% 28
2015
Q4 		$598K Sell
5,052
-138
-3% -$15.4K 0.5% 30
2015
Q3 		$511K Buy
5,190
+177
+4% +$17.2K 0.44% 29
2015
Q2 		$478K Sell
5,013
-300
-6% -$29K 0.4% 50
2015
Q1 		$518K Hold
5,313
– – 0.43% 43
2014
Q4 		$497K Buy
5,313
+2,214
+71% +$207K 0.44% 48
2014
Q3 		$295K Buy
3,099
+683
+28% +$65.1K 0.31% 57
2014
Q2 		$244K Hold
2,416
– – 0.26% 61
2014
Q1 		$236K Hold
2,416
– – 0.27% 61
2013
Q4 		$234K Buy
+2,416
New +$232K 0.29% 59

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Heritage Wealth Advisors's MCD Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its McDonald's (MCD) stake by 19% in Q1 2026, selling an estimated $7.15M and leaving 97,087 shares worth $30.2M. The position accounts for 1.18% of the portfolio, ranked #23.

Heritage Wealth Advisors first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $36.5M in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Heritage Wealth Advisors held 97,087 shares of McDonald's worth $30.2M as of Q1 2026.
  • Heritage Wealth Advisors sold 22,451 McDonald's shares in Q1 2026, an estimated $7.15M.
  • McDonald's made up 1.18% of Heritage Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Heritage Wealth Advisors first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • Heritage Wealth Advisors's McDonald's position peaked at $36.5M in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.